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How to Download Standard Reports

This feature is permission-based. Please reach out to your Implementation Manager or Customer Success Manager for more information. 

  1. On the left navigation, click Reporting > Standard Reports
  2. Under Reporting, choose either Weekly Reports or Monthly Reports
  3. On the right side of the page, click the dropdown arrow to choose weeks or certain months. 
  4. Under the Report Name column, check the box next to the report(s) you want to download. 
  5. On the right side of the page, click the blue download arrow
  6. The reports are downloaded in a compressed Zip file.


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